OWWLUG Meeting, Friday, October 28, 2022

Remote via Zoom. Link will be sent to PLS-L and registrants the week of the meeting. Recording available; email evergreen@pls-net.org.

• OWWLUG Meeting, Friday, October 28, 2022
  • Recent Evergreen changes
  • Patrons with multiple email addresses
  • Ending a circulation
    • Quick receipt
    • Done
  • OWWL Library System App
  • Default search location
  • Keyword searching tips
  • Changes coming soon:
    • owwl.org
    • OPAC / Discovery layer (tentatively Q1 2023)
    • Evergreen upgrade (tentatively Q2 2023)
  • Best practices for Discard / Weed status
  • Transit list
  • Hopeless holds
  • Reminders and updates
    • Holdings staff workshop: 11/15

Recent Evergreen changes

Changelog review

Patrons with multiple email addresses

Multiple email addresses can be added in the patron's email address field. They will need to be separated by a comma and a space like this: evergreen@pls-net.org, support@pls-net.org

Ending a circulation

Quick receipt

• Use if continuing to work with patron (placing holds, editing account, etc.)
• Don't forget to close record!
• Suboptions to specify receipt method

Done

• Use if no longer working with patron
• Closes patron record
• Suboptions to specify receipt method

OWWL Library System App

• We'll go through the app menu by menu

Default search location

• Preference only able to be changed by patrons via OPAC
• Used by the app and the OPAC while patrons are logged in
• If no preference set, Evergreen uses home library by default for patrons registered before 4/20/2022; OWWL by default for patrons registered after
• Patron-facing instructions

Keyword searching tips

• What are keywords?
• Keyword combinations

Changes coming soon:

owwl.org

• Updated website under development

OPAC / Discovery layer (tentatively Q1 2023)

• Aspen Discovery
• LOTS of trainings to be scheduled soon

Evergreen upgrade (tentatively Q2 2023)

• Holdings
• New patron alerts / notes / messages organization
• Trainings scheduled soon for this, too. TBA

Best practices for Discard / Weed status

Handy when multiple staff are involved

Transit list

• Viewing items long in transit

Hopeless holds

• Reminder that this exists! More on OWWL Docs
• Great idea to incorporate this into your regular workflow (maybe weekly?)

Reminders and updates

Holdings staff workshop: 11/15

First look at next Evergreen upgrade; focus on changes to holdings editor